Fermata Advisors, LLC Wisdomtree Tr Efficient Gold P Transaction History
Fermata Advisors, LLC
- $495 Million
- Q1 2025
A detailed history of Fermata Advisors, LLC transactions in Wisdomtree Tr Efficient Gold P stock. As of the latest transaction made, Fermata Advisors, LLC holds 18,355 shares of GDE stock, worth $735,668. This represents 0.15% of its overall portfolio holdings.
Number of Shares
18,355
Previous 8,608
113.23%
Holding current value
$735,668
Previous $319,000
130.41%
% of portfolio
0.15%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding GDE
# of Institutions
16Shares Held
461KCall Options Held
0Put Options Held
0-
Wealthcare Advisory Partners LLC West Chester, PA178KShares$7.12 Million0.19% of portfolio
-
Mc Grath & Associates, Inc. Asheville, NC79.6KShares$3.19 Million5.96% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA59.3KShares$2.38 Million0.0% of portfolio
-
Magnolia Private Wealth, LLC Philadelphia, PA39.6KShares$1.59 Million1.26% of portfolio
-
Worth Asset Management, LLC22.2KShares$888,1320.54% of portfolio